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Feb 1, 2013 4:00pm EST
for 2013 he said u.s. stocks will record a new all-time high as stocks advance for a fifth year in a row. he joins me now in a cnbc exclusive. bob, good to have you on the program. nice call, bob dahl. do you think this twoent? >> can't take 6% in january and multiply by 12. fiscal cliff, didn't fall off it and postponed the debt ceiling. earnings have been quite good. macro economic data, look at the employment report, generally pretty good. don't fight the fed and all the friends, monetary inflation party and investors are tired of zero on their cash and all of that has said stocks are the place to be. >> u.s. companies, the best game in town. >> not a bad deal. >> what do you want to be exposed to if you believe this continues for the rest of the year? >> you need to be in equities generally. i think you want to be in the u.s. because some good things are happening here that we just mentioned. emerging markets, they have lagged year to date but i think they will do better. a lot of soft landings in places like china and elsewhere. where you need to be careful is duration, long duratio
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